|
1
|
Mariner
Overland Park,
Kansas
|
$57.2M
|
+$5.86M
|
+132,565
|
+11%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$22.6M
|
+$720K
|
+16,291
|
+3%
|
|
|
3
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$20.4M
|
-$9.01M
|
-203,861
|
-30%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.1M
|
-$4.88M
|
-110,423
|
-29%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$10.2M
|
+$5.52M
|
+124,955
|
+116%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.89M
|
+$189K
|
+4,272
|
+2%
|
|
|
7
|
Ethos Capital Management
Newtown,
Pennsylvania
|
$9.65M
|
+$1.6M
|
+36,198
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.59M
|
+$3.64M
|
+82,279
|
+91%
|
|
|
9
|
PFG Advisors
Phoenix,
Arizona
|
$7.06M
|
+$111K
|
+2,508
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.99M
|
-$23.2K
|
-526
|
-0.3%
|
|
|
11
|
|
$5.18M
|
+$130K
|
+2,942
|
+3%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$4.36M
|
+$2.49M
|
+56,351
|
+131%
|
|
|
13
|
|
$3.99M
|
+$256K
|
+5,793
|
+7%
|
|
|
14
|
Summit Financial
Parsippany,
New Jersey
|
$3.18M
|
+$496K
|
+11,231
|
+18%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$2.1M
|
+$52.5K
|
+1,187
|
+3%
|
|
|
16
|
|
$2.1M
|
-$831K
|
-18,806
|
-28%
|
|
|
17
|
|
$2.05M
|
+$2.06M
|
+46,718
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.91M
|
+$530K
|
+12,002
|
+38%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.54M
|
+$131K
|
+2,966
|
+9%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
+$299K
|
+6,754
|
+29%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.3M
|
-$508K
|
-11,491
|
-28%
|
|
|
22
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.19M
|
+$31.3K
|
+709
|
+3%
|
|
|
23
|
5T Wealth
Napa,
California
|
$1.09M
|
-$3.98K
|
-90
|
-0.4%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$123K
|
+2,781
|
+13%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$791K
|
+$458K
|
+10,356
|
+135%
|
|
